
NAV ₹339.20 as on 17 Nov 2025
RiskVery High
Fund Size₹4,008.33Cr
| NAV | ₹339.20 as on 17 Nov 2025 |
|---|---|
| Risk | Very High |
| Fund Size | ₹4,008.33Cr |
Lock-in
No Lock-in
Min One Time Amount
₹5,000
Min Withdrawal Amount
₹-
Min SIP Amount
₹500
Min Additional Amount
₹1,000
Exit Load
1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment.
Age
12 years 10 months (Since Jan 01, 2013)
Return since Launch
19.89%
Expense ratio
0.82%
Type
OPEN
AUM (Fund Size)
₹4,008.33
Risk Grade
Very High
Benchmark
Nifty Transportation & Logistics TRI
Name:
Sachin Trivedi
Experience:
He began his career in June 2001, with UTI. Sachin has six years experience in research and portfolio management. In research he has specialized in Utilities, Capital Goods and Sugar sectors. In addition to his current responsibilities he also holds portfolio responsibility and is the Co - Fund Manager - UTI Energy Fund.
Mahindra & Mahindra Ltd
13.96%Maruti Suzuki India Ltd
10.56%Eicher Motors Ltd
9.69%Bajaj Auto Ltd
4.71%Hero MotoCorp Ltd
4.53%Hyundai Motor India Ltd
4.33%Your investment will be at Very High Risk
| Rank (total assets) | #7 in India |
|---|---|
| Total AUM | ₹3,79,175.93Cr |
| Date of Incorporation | 14 Nov 2002 |
|---|
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 20.46% | 8% | 4.83% | 1.52% |
| Category average | 8.02% | 6.14% | 3.98% | - |
| Rank within category | 14 | 20 | 26 | - |

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